CAPTRUST Financial Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.86M | Buy |
145,062
+11,537
| +9% | +$242K | 0.01% | 1030 |
|
|
2025
Q4 | $2.58M | Buy |
133,525
+85,223
| +176% | +$1.48M | ﹤0.01% | 964 |
|
|
2025
Q3 | $809K | Buy |
48,302
+3,268
| +7% | +$52.3K | ﹤0.01% | 1557 |
|
|
2025
Q2 | $680K | Sell |
45,034
-1,846
| -4% | -$26.5K | ﹤0.01% | 1548 |
|
|
2025
Q1 | $725K | Buy |
46,880
+27,417
| +141% | +$417K | ﹤0.01% | 1436 |
|
|
2024
Q4 | $282K | Sell |
19,463
-24,525
| -56% | -$337K | ﹤0.01% | 1955 |
|
|
2024
Q3 | $556K | Buy |
43,988
+4,091
| +10% | +$54K | ﹤0.01% | 1513 |
|
|
2024
Q2 | $535K | Buy |
39,897
+7,051
| +21% | +$85.4K | ﹤0.01% | 1464 |
|
|
2024
Q1 | $387K | Sell |
32,846
-20,687
| -39% | -$222K | ﹤0.01% | 1632 |
|
|
2023
Q4 | $518K | Sell |
53,533
-40,934
| -43% | -$397K | ﹤0.01% | 1714 |
|
|
2023
Q3 | $931K | Buy |
94,467
+55,286
| +141% | +$511K | ﹤0.01% | 1246 |
|
|
2023
Q2 | $337K | Buy |
39,181
+2,515
| +7% | +$20.8K | ﹤0.01% | 1887 |
|
|
2023
Q1 | $293K | Buy |
36,666
+2,654
| +8% | +$22.5K | ﹤0.01% | 1763 |
|
|
2022
Q4 | $273K | Buy |
34,012
+8,918
| +36% | +$56.8K | ﹤0.01% | 1735 |
|
|
2022
Q3 | $138K | Buy |
25,094
+11,255
| +81% | +$67.9K | ﹤0.01% | 1890 |
|
|
2022
Q2 | $82K | Sell |
13,839
-2,207
| -14% | -$13.3K | ﹤0.01% | 2364 |
|
|
2022
Q1 | $101K | Buy |
16,046
+7,025
| +78% | +$50K | ﹤0.01% | 2258 |
|
|
2021
Q4 | $61K | Sell |
9,021
-17,048
| -65% | -$115K | ﹤0.01% | 2529 |
|
|
2021
Q3 | $183K | Buy |
26,069
+3,014
| +13% | +$21K | ﹤0.01% | 1625 |
|
|
2021
Q2 | $159K | Buy |
23,055
+2,146
| +10% | +$15.4K | ﹤0.01% | 1683 |
|
|
2021
Q1 | $152K | Buy |
20,909
+8,520
| +69% | +$59.3K | ﹤0.01% | 1671 |
|
|
2020
Q4 | $76K | Sell |
12,389
-5,251
| -30% | -$30.8K | ﹤0.01% | 1645 |
|
|
2020
Q3 | $99K | Buy |
17,640
+3,578
| +25% | +$20.5K | ﹤0.01% | 1344 |
|
|
2020
Q2 | $79K | Sell |
14,062
-2,398
| -15% | -$13K | ﹤0.01% | 1433 |
|
|
2020
Q1 | $77K | Sell |
16,460
-416
| -2% | -$2.68K | ﹤0.01% | 1232 |
|
|
2019
Q4 | $126K | Buy |
+16,876
| New | +$121K | ﹤0.01% | 995 |
|
Other funds holding SMFG
CCMG
